Business Details
17 Years
experience
Trusted Accounting & Financial Services in Palm Beach
Palm Beach Accounting & Financial Services has been dedicated to transforming accounting systems since 2009. Our mission is to simplify financial management for small businesses and individuals through modern, cloud-based solutions. With over 65 years of combined experience, our team of certified professionals specializes in accounting, tax planning, and financial advisory services. We leverage advanced technology like QuickBooks and app integrations to create customized systems that streamline operations and provide actionable insights. Our clients include family offices, startups, nonprofits, and established businesses across diverse industries.We prioritize transparency, efficiency, and personalized support to help clients focus on growth while ensuring compliance. Our Intuit-centric approach and commitment to innovation position us as a trusted partner for financial success. By offering tailored advisory packages and business valuation services, we empower clients to make informed decisions and achieve long-term goals. Our team actively engages with the Palm Beach community, reflecting our dedication to local and professional development.
Services
Tax Advisory
Compliance Accounting
Cloud Accounting Setup
Business Valuation
Financial Consulting
Details
- Year established: 2009
Highlights and features
- 13+ years of experience in cloud-based accounting solutions
- 65+ years of combined expertise in accounting and tax advisory
- Intuit-certified technology-driven service delivery
- Customized compliance and business valuation systems
- Proven track record with diverse industries including nonprofits and startups
Associations and certifications
- QuickBooks ProAdvisor
- CPA (Certified Public Accountant)
Services
Tax Advisory Services
Our tax advisory services focus on long-term strategies to minimize liabilities while aligning with financial goals. We offer annual and quarterly planning sessions, retirement reviews, and real-time simulations to optimize tax outcomes. Clients benefit from cloud collaboration tools and seamless integration with accounting systems for efficient return preparation.
Compliance Accounting
We ensure businesses meet federal tax obligations through QuickBooks-based compliance systems. Services include payroll processing, sales tax filings, and financial reporting. Our approach combines automation with expert oversight to maintain accuracy and prevent penalties, allowing clients to focus on core operations while staying audit-ready.
Cloud Accounting Setup
Implementation of secure cloud accounting systems using QuickBooks and integrated apps. We analyze existing processes, install software, and train teams to optimize financial workflows. Packages include ongoing support and tools for real-time financial insights, improving decision-making and scalability for growing businesses.
Business Valuation
Our data-driven valuations use ABA-endorsed methodologies to assess business worth. The 25-30 page report includes industry benchmark comparisons and scenario analysis. This service supports succession planning, retirement strategies, and funding opportunities, delivered with a seven-step process for accuracy and actionable insights.
Financial Consulting
We provide strategic financial guidance for startups and established businesses, including budgeting, cash flow management, and growth planning. Our consultants deliver monthly performance reviews and customized dashboards, combining industry expertise with technology to enhance profitability and operational efficiency.
People
Silvia L. Chestnut Evans
Founder and President
CPA with 10+ years in private financial management. Holds MBA in Accounting from Saint Leo University. QuickBooks ProAdvisor and active community board member in Palm Beach.
Joshua Nelson
Senior Manager of Client Accounting Services
7 years with the firm. BBA in Accounting from Florida Atlantic University. Certified QuickBooks ProAdvisor and CPA exam candidate. Leadership Palm Beach County alumnus.
Roy Schunter
Senior Accountant
35+ years of accounting experience. Registered Tax Return Preparer. Expertise in QuickBooks and Sage software. Joined the firm in 2013.
Taylor Verni
Office Manager
Karbon Expert Certified. Manages client communications and internal operations. Joined PBAFS in 2022 after studies at Florida Gulf Coast University.
Aldrin Mae R. Pascual
Accountant
Certified QuickBooks ProAdvisor. BS in Accountancy. Joined PBAFS in 2022. Specializes in cloud accounting technology implementation.
Questions
What accounting software do you work with?
We specialize in QuickBooks and integrate various apps to enhance functionality for our clients.
How does cloud accounting benefit my business?
Cloud systems provide real-time financial insights, remote access, and improved collaboration for better decision-making.
Do you offer tax planning services?
Yes, we provide annual and quarterly tax planning strategies tailored to your business needs.
How long does a business valuation take?
We deliver comprehensive reports within one week after receiving all necessary documentation.
What industries do you serve?
We work with nonprofits, startups, legal practices, real estate, healthcare, and family offices.
Can you help with compliance requirements?
We ensure tax and financial compliance through customized systems and regular reporting.
